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Crestwood Advisors Group’s DoorDash DASH Stock Holding History

Crestwood Advisors Group’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
1,870
-603
-24% -$99.7K 0.01% 624
2026
Q1 		$371K Buy
2,473
+775
+46% +$143K 0.01% 505
2025
Q4 		$384K Sell
1,698
-48
-3% -$11.3K 0.01% 450
2025
Q3 		$475K Buy
1,746
+325
+23% +$81.5K 0.01% 371
2025
Q2 		$350K Buy
1,421
+299
+27% +$60K 0.01% 409
2025
Q1 		$205K Buy
+1,122
New +$211K ﹤0.01% 484

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Crestwood Advisors Group's DASH Position: Q2 2026 in Review

Crestwood Advisors Group reduced its DoorDash (DASH) stake by 24% in Q2 2026, selling an estimated $99.7K and leaving 1,870 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #624.

Crestwood Advisors Group first reported a position in DASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $475K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Crestwood Advisors Group held 1,870 shares of DoorDash worth $345K as of Q2 2026.
  • Crestwood Advisors Group sold 603 DoorDash shares in Q2 2026, an estimated $99.7K.
  • DoorDash made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #624 holding.
  • Crestwood Advisors Group first reported a position in DoorDash in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's DoorDash position peaked at $475K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.